what we offer investors

Fort Pitt Capital Group
&
Fidelity WAS®

We strive to provide outstanding service that solves our clients’ problems. In doing so, we ensure our referral partners shine.


 

Meet Your Fort Pitt Capital Group WAS Team

Sales Director, Ludgy Lilavois

Ludgy LilavoisDirector of Sales

Email: llilavois@fortpittcapital.com

FOCUS: Ludgy supports Fort Pitt’s financial advisors through mentorship and guidance to ensure the best possible client service experience. He helps the firm by setting growth goals, determining opportunities for community involvement, recruiting new talent, and working alongside his fellow leadership team to execute the firm strategies.

CAREER HIGHLIGHTS: Ludgy has over 20 years of experience in the financial services industry. Most recently, he served as a Senior Private Client Advisor and Business Development Consultant. Ludgy is excited to apply his skills and knowledge to help guide Fort Pitt’s advisory team.

EDUCATION: Stony Brook University

COMMUNITY INVOLVEMENT: Ludgy has previously served as the Vice President of the Board of Directors for The Jubilee Center of Hoboken and is looking forward to getting involved with the Pittsburgh community.

PERSONAL: Being a long-time resident of New York City, Ludgy is a city boy at heart. He loves good food and sharing experiences with his family and loved ones.

Financial Advisor, Beth Lynch, CFP®

Beth Lynch CFPSenior Vice President

Email: blynch@fortpittcapital.com

FOCUS: Beth works with individuals and families to help them identify their financial goals by creating a financial plan to achieve those aspirations. She enjoys advising and educating clients, providing sound advice, and building strong relationships.

CAREER HIGHLIGHTS: Beth came to Fort Pitt Capital Group in 2018 with over 20 years of experience as a financial consultant. She has worked as a financial advisor at another Pittsburgh based RIA, as a Wealth Planner at PNC Advisors, and started her career at a brokerage and insurance company.

EDUCATION: MS, Finance, College for Financial Planning
BSBA, Robert Morris University
Executive Certificate in Financial Planning, Duquesne University School of Leadership & Professional Advancement

COMMUNITY INVOLVEMENT: Member of the United Way’s Women’s Leadership Council (WLC) of Pittsburgh. Committee Member for the Women’s Center and Shelter of Greater Pittsburgh Annual Survivors’ Event, Member and Past President (Pittsburgh Chapter) of the Financial Planning Association. Past Chairperson of the National Association of Professional Women (NAPW) – Pittsburgh Chapter. Member of Women for Economic and Leadership Development (WELD) of Pittsburgh. Member of the Advisory Board for Children’s Institute. Member of the Athena Awards Host Committee.

PERSONAL: Outside of work, Beth enjoys playing tennis, golfing, and spending time with her husband and son.

Financial Advisor, Bryson J. Roof, CFP®

Financial Advisor

Email: broof@fortpittcapital.com

FOCUS: Bryson aims to help clients navigate all aspects of their financial lives. Whether it’s purchasing/refinancing a home, assisting aging parents/adult children, or charitable gifting; each decision has an impact on future finances and retirement funding. He regularly coordinates with estate planning/eldercare attorneys, accountants, insurance agents, and loan officers to keep the client’s team of professionals informed and incorporate their specialized advice in legal, tax, insurance, and financing to achieve a well-informed recommendation.

CAREER HIGHLIGHTS: Bryson Roof began his career with a global financial services firm in Virginia Beach, Virginia with a focus on financial planning. Relocating back to his hometown in southcentral Pennsylvania, he joined Roof Advisory Group in 2012, which later merged with Fort Pitt Capital Group in 2019.

Bryson has been quoted in various financial publications, including CNBC, US News & World Report, Yahoo Finance, Barron’s, USA Today, and AARP. He also contributes to the Harrisburg Magazine with his monthly column: the Finance Hound.

EDUCATION: BA, Virginia Wesleyan University
He completed the Certified Financial Planner designation in 2015.

COMMUNITY INVOLVEMENT: Bryson is a licensed field trial judge through the American Kennel Club, traveling to beagle clubs throughout the Northeast.  He holds multiple roles in many wildlife conservation organizations, including being the Treasurer for the Northeast Beagle Gundog Federation, the immediate past president of Harrisburg Beagle Club, and the current budget committee member of Harrisburg Beagle Club. Bryson was a past Vice President of the West Shore Young Professionals, a former Big Brother through Big Brothers Big Sisters of the Central Pennsylvania Region, and sat as Chairman of the Blood Drive Committee for the Rotary Club of Harrisburg.

PERSONAL: Outside of work, you can find Bryson at the kennel training his AKC beagles or at various beagle clubs judging AKC field trials. As an avid outdoorsman, he enjoys saltwater fishing, hunting, camping, and managing large tracts of land for wildlife conservation.

Financial Advisor, Cory J. Phillips, CFP®, CRPC™

Cory PhilipsFinancial Advisor

Email: cphillips@fortpittcapital.com

FOCUS: As a financial advisor, Cory works with individuals to achieve their version of financial success. Cory’s goal is to help his clients reach their goals. Utilizing his field knowledge and extensive team resources, he finds the investments and plan of action needed to turn an aspiration into a plan and then reality. From retirement planning,  to wealth preservation, to estate planning, and much more, Cory will provide the right direction to go in. His true passion is seeing others succeed and doing what’s best for his clients.

CAREER HIGHLIGHTS

Cory’s financial advisory career began with a large national firm where he built his practice for 5 years. One of the skills he found to be essential to his success and his clients’ success was his ability to listen. In listening to his clients and understanding their needs, he recognized that the opportunity with Fort Pitt Capital would allow him to serve them best. Now Cory has the resources needed to effectively manage his clients’ wealth, build detailed plans, and tap into specialists’ knowledge when necessary.

EDUCATION: BS, Pennsylvania State University
CFP® Professional
Chartered Retirement Planning Counselor™, CRPC™

COMMUNITY INVOLVEMENT: Cory helped raise funds for the Hospice Veterans at Erie Hospital and was a past member of Rotary and the Chamber of Commerce. Cory is passionate about working with veterans, helping those in need, and being involved with his community.

PERSONAL: Cory lives in Baldwin-Whitehall, where he was born and raised. He enjoys hiking, road biking, golf, working out, learning, and spending time with the people closest to him. Cory is very open-minded and usually doesn’t pass up on a chance to create a new life experience.

Financial Advisor, Emily P. Franco, CFP®

Emily P. Franco, CFP®

Emily FrancoFinancial Advisor

Email: efranco@fortpittcapital.com

FOCUS: Emily is a creative problem solver who will exhaust every possibility to help her clients achieve their goals. As a financial advisor, Emily enjoys helping clients organize their financial lives, plan for their futures, and feel secure in the present. Both co-workers and clients know that she has their back and will move mountains to achieve their desired outcome. The joy that comes from helping those you care about succeed is something that fuels Emily each and every day.

CAREER HIGHLIGHTS: Emily has been working in financial services for a decade. Her natural proclivity for organization and a desire to learn and grow allowed her to advance in this field to her current position as a financial advisor with Fort Pitt Capital Group. She recently passed the national exam to be a Certified Financial Planner after completing a rigorous course of study through Duquesne University.

EDUCATION: BA, Muhlenberg College

PERSONAL: Emily lives on Pittsburgh’s Northside with her family and their dog, Sophie. When she’s not busy rehabbing their 100-year-old home, she enjoys scouring Western Pennsylvania’s many flea markets and estate sales for vintage furniture, reading, and gardening.

Financial Advisor, Paul Brahan, CFP®, CRPC™

Paul BrahanFinancial Advisor

Email: pbrahan@fortpittcapital.com

FOCUS: As a comprehensive financial advisor, Paul specializes in creating tailored financial plans that align with his clients’ long-term goals. With a strong foundation in financial planning and retirement counseling, he provides holistic and personalized guidance to help individuals and their families achieve financial security and peace of mind.

CAREER HIGHLIGHTS: With a successful tenure in both the wirehouse and banking channels, Paul brings experience in wealth management, investment strategies, and financial advisory services.

EDUCATION: BS, Syracuse University
Certified Financial Planner™, CFP®
Chartered Retirement Planning Counselor™, CRPC™

EDUCATION: Paul serves on the board of the Regent Square Civic Association, engaging local residents and businesses by organizing events and advocating for community interests.

PERSONAL: Outside of work, Paul enjoys cooking, hiking, golfing, and spending time with his wife and English bulldog, Murphy.

Map Of United States

Locations

Fort Pitt Capital Group has locations in Harrisburg, Pennsylvania, Naples, Florida, and is headquartered in Pittsburgh, Pennsylvania.

But physical locations are no boundary to our firm being able to work with you successfully. We have clients in almost all 50 states and the technology to conduct remote meetings with video and screen sharing.

Fort Pitt Capital Group’s office hours are weekdays from 8:30 am to 5 pm EST/EDT. We are closed during the same holidays as the stock market:
• New Years Day
• Martin Luther King, Jr. Day
• Washington’s Birthday
• Good Friday
• Memorial Day
• Juneteenth National Independence Day
• Independence Day
• Labor Day
• Thanksgiving Day
• Christmas Day

 

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